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WINMAR FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WINMAR FOUNDATION (EIN 46-2220222)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202301299349103670
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T09:25:07-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 W BIG BEAVER RD 2ND FLRAddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462220222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINMAR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINMBusinessNameControlTxt
Phone4195177377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17255 CROSSLEIGH COURT 104AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43617ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNALISA TOTHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4195177377PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNALISAPersonFirstNm
Person LastTOTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA L GOHLKE CPAPreparerPersonNm
PTINP00227679PTIN
Phone2489525000PhoneNum
Preparation2023-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,652,317FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,641,344ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$213,977DividendsRevAndExpnssAmt
Dividends Net Invst Incm$213,977DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,855,321TotalRevAndExpnssAmt
Total Net Invst Incm$213,977TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,054LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,790AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,699TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,020OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,020OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,563TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,020TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$201,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,020TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,653,558ExcessRevenueOverExpensesAmt
Net Investment Income$202,957NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,355,076SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,508,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,508,619SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$1,450,030CorporateBondsBOYAmt
Corporate Bonds EOY$1,950,045CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,143,698CorporateBondsEOYFMVAmt
Total Assets BOY$2,805,106TotalAssetsBOYAmt
Total Assets EOY$4,458,664TotalAssetsEOYAmt
Total Assets EOYFMV$3,652,317TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,805,106RetainedEarningBOYAmt
Retained Earning EOY$4,458,664RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,805,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,458,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,805,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,458,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,805,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,653,558ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,458,664SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,458,664TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,821InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,821SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,821TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$882EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$882TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,939TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4195177377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17255 CROSSLEIGH COURT 104AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43617ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNALISA TOTH
7255 CROSSLEIGH COURT SUITE 104TOLEDOOH43617PRESIDENT2.00$45,000$0$0
TIMOTHY SEMRO
7255 CROSSLEIGH COURT SUITE 104TOLEDOOH43617SECRETARY, TRUSTEE0.50$0$0$0
MICHAEL HENRY
7255 CROSSLEIGH COURT SUITE 104TOLEDOOH43617TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,622,669AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$714,233AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,336,902TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,336,902AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,301,848NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,821TaxBasedOnInvestmentIncomeAmt
Total Tax$2,821TotalTaxAmt
Distributable Before Adj$112,271DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,271DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,271DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,271DistributableAsAdjustedAmt
Undistributed Income PY$63,675UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Total For Prior Years$2,268TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$125,200QualifyingDistributionsAmt
Applied To Year1$63,675AppliedToYear1Amt
Applied To Prior Years$2,268AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,257AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$53,014UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAVE OUR NEIGHBORHOODS AND STREETS (SONS)
2015 NERN ST 89PORT HURONMI48060N/ASPIRITUAL GROWTH, ACADEMIC EXCELLENCE AND SOCIAL DEVELOPMENT OF ST. CLAIR COUNTY'S AT RISK YOUTH THROUGH PURPOSEFUL RELATIONSHIPS AND STRUCTURED PROGRAMMING$7,500
ELLI'S HOUSE
6960 ORCHARD LAKE RD 129WEST BLOOMFIELDMI48060N/APROVIDE A SAFE HAVEN FOR VICTIMS OF SEX TRAFFICKING$5,200
LUTHERAN CHURCH CHARITIES
3020 MILWAUKEE AVENORTHBROOKIL60062N/AINITIATE, DEVELOP, COORDINATE, PROMOTE AND SUPPORT A UNIFIED EFFORT OF CHRISTIAN HUMAN CARE$2,000
LUTHERAN CHURCH CHARITIES
3020 MILWAUKEE AVENORTHBROOKIL60062N/ALCC K-9 MINISTRIES$3,000
CARE NET
44180 RIVERSIDE PARKWAY SUITE 200LANSDOWNEVA20176N/AEDUCATION & CHARITABLE SERVICES THROUGH CENTER SERVICES, PUBLIC EDUCATION AND PREGNANCY DECISION LINE$10,000
ST PAUL PONTIAC
1133 JOSLYN AVEPONTIACMI48340N/APROVIDE FUNDS FOR BUILDING PLAYGROUND$27,500
DUTTON FARM
2290 DUTTON ROADROCHESTERMI48306N/AEMPOWER AND SUPPORT ADULTS WITH DISABILITIES TO LIVE A LIFE OF PURPOSE, INCLUSION AND DIGNITY$50,000
THE LUKE CLINIC
9615 MAIN STREETWHITMORE LAKEMI48189N/ATAKE CARE OF MOTHERS, PROVIDING PRENATAL CARE AND INFANT CARE FREE OF CHARGE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$213,977ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$213,977ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,977TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WINMAR 2019 CHARITABLE LEAD TRUST
17255 CROSSLEIGH COURT SUITE 104TOLEDOOH43617$11,924Yes (X)
WINMAR 2020 CHARITABLE LEAD TRUST
27255 CROSSLEIGH COURT SUITE 104TOLEDOOH43617$1,629,300Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,790Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), WINMAR FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:YEAR END AMOUNT12/31/2020 $2,268TIMOTHY J. SEMRO, SECRETARY AND TRUSTEEElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY BOND$950,015$534,898
CITIGROUP BOND$500,015$277,300
CITIGROUP BOND$500,015$331,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,054LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$11,020RevenueAndExpensesPerBooksAmt
Net Investment Income$11,020NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$3,699Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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